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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.

Other share classesSPG.PJ

13F holders, Q1 2025

Institutional positions in Simon Property Group Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,202
+22 vs. Q4 2024
Shares held
294.6M
+5.12M (+1.8%) vs. Q4 2024
Total value
$48.9B
−$869.4M (−1.7%) vs. Q4 2024
New holders
113
476 more added
Sold out
91
403 more reduced

15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 1,202 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ1 2025: $48.9B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2024.

Institutions holding SPG in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph5$00.00%+5New
Fuller & Thaler Asset Management, Inc.0$20.00%0Unchanged
Retirement Wealth Solutions LLC0$700.00%0Unchanged
Clear Street Markets LLC1$1660.00%−4,800−100.0%Reduced
ROSS\JOHNSON & Associates LLC1$1660.00%+1New
Plante Moran Financial Advisors, LLC2$3320.00%−43−95.6%Reduced
SOA Wealth Advisors, LLC.2$3320.00%00.0%Unchanged
Olistico Wealth, LLC3$4980.00%+3New
West Branch Capital LLC3$4990.00%00.0%Unchanged
Rialto Wealth Management, LLC3$4990.00%+3New
Raleigh Capital Management Inc.3$5110.00%−105−97.2%Reduced
Capital A Wealth Management, LLC4$6640.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC4$6650.00%+4New
Bear Mountain Capital, Inc.5$8240.00%+5New
YANKCOM Partnership5$8300.00%00.0%Unchanged
Copia Wealth Management5$8300.00%00.0%Unchanged
Osterweis Capital Management Inc5$8300.00%+5New
NVWM, LLC6$9960.00%−1−14.3%Reduced
Marshall & Sterling Wealth Advisors Inc.6$9960.00%+6New
Blume Capital Management, Inc.6$9970.00%+6New
American Capital Advisory, LLC6$9970.00%+6New
Transamerica Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
WealthTrak Capital Management LLC7$1.16K0.00%−1−12.5%Reduced
First Command Advisory Services, Inc.7$1.16K0.00%+7New
MJT & Associates Financial Advisory Group, Inc.7$1.16K0.00%+7New
Winnow Wealth LLC8$1.25K0.00%+3+60.0%Added
New Millennium Group LLC8$1.33K0.00%−8−50.0%Reduced
Wood Tarver Financial Group, LLC9$1.50K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC10$1.66K0.00%00.0%Unchanged
Flaharty Asset Management, LLC10$1.66K0.00%+10New
Private Wealth Asset Management, LLC11$1.83K0.00%+11New
1620 Investment Advisors, Inc.14$2.33K0.00%−1,994−99.3%Reduced
Core Alternative Capital14$2.33K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.15$2.49K0.00%00.0%Unchanged
Caldwell Trust Co15$2.49K0.00%+15New
Clark Wealth Partners16$2.66K0.00%−1−5.9%Reduced
Medallion Wealth Advisors, LLC16$2.69K0.00%−21−56.8%Reduced
Principia Wealth Advisory, LLC18$2.76K0.00%+8+80.0%Added
PFG Private Wealth Management, LLC17$2.82K0.00%00.0%Unchanged
Darwin Advisors, LLC17$2.93K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$2.99K0.00%00.0%Unchanged
Greenline Partners, LLC19$3.16K0.00%+19New
CBIZ Investment Advisory Services, LLC20$3.32K0.00%+20New
Dogwood Wealth Management LLC20$3.32K0.00%+20New
Archer Investment Corp21$3.49K0.00%−8−27.6%Reduced
HM Payson & Co22$3.65K0.00%00.0%Unchanged
Johnson Financial Group, Inc.23$3.82K0.00%−16−41.0%Reduced
Raffa Wealth Management, LLC23$3.82K0.00%00.0%Unchanged
Davis Capital Management23$3.82K0.00%00.0%Unchanged
Red Tortoise LLC23$3.82K0.00%00.0%Unchanged
Briaud Financial Planning, Inc26$4.00K0.00%00.0%Unchanged
American National Bank25$4.15K0.00%00.0%Unchanged
Independence Bank of Kentucky25$4.15K0.00%00.0%Unchanged
Binnacle Investments Inc25$4.15K0.00%+25New
Redmont Wealth Advisors LLC26$4.32K0.01%+26New
Strategic Investment Solutions, Inc.26$4.36K0.00%+2+8.3%Added
Cullen/Frost Bankers, Inc.28$4.65K0.00%−26−48.1%Reduced
Sachetta, LLC29$4.82K0.00%−1−3.3%Reduced
Smallwood Wealth Investment Management, LLC30$4.98K0.00%+30New
Orion Capital Management LLC31$5.11K0.00%+1+3.3%Added
Mark Sheptoff Financial Planning, LLC31$5.15K0.00%00.0%Unchanged
Compass Financial Services Inc31$5.15K0.00%+31New
Cornerstone Planning Group LLC34$5.21K0.00%+16+88.9%Added
GPS Wealth Strategies Group, LLC32$5.31K0.00%+32New
Creative Capital Management Investments LLC33$5.48K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.35$5.81K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$6.31K0.00%00.0%Unchanged
Aspect Partners, LLC38$6.31K0.00%00.0%Unchanged
Adirondack Trust Co40$6.64K0.00%00.0%Unchanged
Transce3nd, LLC44$7.31K0.00%−4−8.3%Reduced
Synergy Investment Management, LLC44$7.31K0.00%+44New
Gold Investment Management Ltd.45$7.47K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC47$7.81K0.00%+37+370.0%Added
High Note Wealth, LLC48$7.94K0.00%00.0%Unchanged
Avion Wealth47$8.00K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC49$8.14K0.01%+49New
Dunhill Financial, LLC49$8.22K0.00%−18−26.9%Reduced
Godsey & Gibb Associates50$8.30K0.00%00.0%Unchanged
Colonial Trust Advisors50$8.30K0.00%00.0%Unchanged
Financial Perspectives, Inc52$8.57K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.52$8.58K0.01%00.0%Unchanged
Oakworth Capital, Inc.52$8.64K0.00%00.0%Unchanged
Anfield Capital Management, LLC53$8.80K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC65$10.8K0.00%−17−20.7%Reduced
Atlas Capital Advisors LLC69$11.5K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC69$11.5K0.02%+48+228.6%Added
Christopher J. Hasenberg, Inc69$11.5K0.00%00.0%Unchanged
Hexagon Capital Partners LLC69$11.5K0.00%+1+1.5%Added
N.E.W. Advisory Services LLC70$11.6K0.00%+70New
Wolff Wiese Magana LLC71$11.8K0.01%00.0%Unchanged
Bell Investment Advisors, Inc71$11.8K0.00%00.0%Unchanged
Whipplewood Advisors, LLC468$12.1K0.01%+395+541.1%Added
Hollencrest Capital Management73$12.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC75$12.5K0.00%00.0%Unchanged
Putney Financial Group LLC75$12.5K0.01%00.0%Unchanged
Center for Financial Planning, Inc.76$12.6K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp77$12.8K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC80$13.3K0.00%00.0%Unchanged
Hemington Wealth Management85$14.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.86$14.3K0.00%−2−2.3%Reduced